Guiding you through the world of wealth management and Mortgages.

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Welcome to Matrix Estate Planning – the leaders in wealth management for high net worth clients.

We provide tailored pension and investment advice including advice on crypto investments, alternative investments, UK and foreign equities, and discretionary fund management for large portfolios.

We understand how important it is to build and maintain a robust financial plan that is tailored to your circumstances and your needs. That is why we take a personalised approach with every client we work with. Our experienced and highly qualified team of financial advisors and investment managers work with you to create a unique wealth plan and investment strategy that is specifically tailored to your individual goals.

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As a premier wealth management firm, we specialise in providing tax planning advice to high net worth individuals.

At Matrix Estate Planning, we take a holistic approach to tax planning in order to meet the unique needs of our clients. Our process includes assessing and understanding each client’s financial goals, analysing current financial and tax situations, and providing tailored solutions in order to optimise the results.

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Our experienced team of experts can help you with a range of services, including retirement planning, investments, regular savings plans, mortgage finance, tax planning, protection, insurance, financial health check, school fees planning, charitable giving, and estate planning.

The advice service is free, if you decide to act on the advice there would be a charge paid to the advisor. Matrix Estate Planning Ltd may receive a fee from the advisor.

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Are you a high net worth borrower looking for a large mortgage loan? Look no further than Matrix Estate Planning. We are a mortgage specialist for high net worth borrowers and have the expertise to provide you with a tailored solution for your needs. Our experienced team of professionals can help you secure the right loan for your property, whether it be residential or commercial. With access to a range of lenders, we have the ability to source the most competitive mortgage deals on the market. With over 25 years of experience in the mortgage sector and a commitment to providing a first class customer service, Matrix Estate Planning can help you secure the right loan for your property. Contact us today and discover how Matrix Estate Planning can help.

“Established in 1974, John Charcol is an award winning, whole of market Broker who’ve helped thousands of customers secure the right mortgages for their homes and investment properties. Whether you’re a first-time buyer purchasing a new home or a seasoned landlord making an investment, they will find you the mortgage that best suits your needs.

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John Charcol is a trading name of John Charcol Limited and its Appointed Representatives. They are a credit broker, not a lender. John Charcol Limited is authorised and regulated by the Financial Conduct Authority. The Financial Services Register number is 665649. Registered in England No. 9157892. Registered office address for John Charcol Limited is St. Helen's, 1 Undershaft, London, EC3P 3DQ. The FCA does not regulate some investment mortgage contracts. Calls may be recorded for training and monitoring.

Will Writing

Lasting Power of Attorney

Inheritance Tax Planning


Mortgages/ wealth Management

Asset Protection / Discretionary Trust

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